Are Mutual Funds A Safe Place For People To Have Their Money?

Here is a recent excerpt from an interview with John Bogle about whether mutual funds are a safe place for people to have their money… John Bogle:  “It is as safe as the stock market, which is to say — to be quite blunt about it — not safe on any short-term basis.  But when you
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A Simple IRA Planning Idea To Benefit Your Spouse

We recently worked with a client that had the following challenge: while they were both alive, their annual income tax liability was pretty low, less than $1,500. But upon either one of them dying, the annual income tax liability for the surviving spouse was projected to skyrocket to
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5 Retirement Income Issues

Planning your retirement income is a very difficult and challenging task. You can’t afford to mess it up. You need to do it right the first time. Here are five factors to keep in mind when creating your retirement income plan. Each can endanger your finances during your retireme
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